D.A. Davidson & Co. announced today the opening of a wealth management office in Palm Desert, California, with the addition of Bloemendaal Capital Strategies, a three-person team.
"We’re pleased to welcome Marcia and her associates to our firm as we strengthen our presence in California,” said Michael Purpura, President of Wealth Management at D.A. Davidson. “Their commitment to client service and entrepreneurial spirit align with our values, and we look forward to supporting their continued growth and success in this dynamic market.”
Bloemendaal Capital Strategies, A Member of D.A. Davidson & Co., was previously affiliated with Raymond James, and includes:
- Marcia Bloemendaal, CFP®, Senior Vice President, Financial Advisor. Bloemendaal has been in the financial services industry for more than three decades. Originally from Montana, she graduated from Colorado College and is a CERTIFIED FINANCIAL PLANNER® professional.
- Valerie Rivera, Senior Registered Associate. Rivera started her career in financial services in 1996 and since has earned her Series 7 and Series 63 licenses. She was born and raised in the Coachella Valley.
- Laurie King, Branch Administrator. King is a Palm Springs native with a career in financial services that began in 1997. She has her earned Series 7, Series 63, Series 9, and Series 10 licenses.
The office is located at 74-245 Highway 111, Suite E-101, in Palm Desert.
D.A. Davidson Wealth Management offers an array of financial products and services to individuals, families, businesses and institutions. For 90 years, the firm’s advisors have provided straightforward advice and personalized solutions to help build, protect and pass on wealth for generations to come.
About D.A. Davidson Companies
D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in 1935 with corporate headquarters in Great Falls, Montana, and regional headquarters in Denver, Greater Los Angeles, New York, Omaha and Seattle, the company has approximately 1,600 employees and offices in 30 states.
Subsidiaries include: D.A. Davidson & Co., a full-service investment firm providing wealth management, investment banking, equity and fixed income capital markets services and advice; Davidson Investment Advisors, a professional asset management firm; and D.A. Davidson Trust Company, a trust and wealth management company.